Prospera Financial Services’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Prospera Financial Services’s Portfolio IBTF Stock Details IBTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-34,959	Closed	-$817K	–	1394
2025 Q3	$817K	Sell	34,959 -111,682	-76%	-$2.61M	0.01%	764
2025 Q2	$3.43M	Buy	146,641 +52,467	+56%	+$1.22M	0.06%	316
2025 Q1	$2.2M	Buy	+94,174	New	+$2.2M	0.05%	375

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Prospera Financial Services's IBTF Position: Q4 2025 in Review

Prospera Financial Services sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 34,959 shares — an estimated $817K sold.

Prospera Financial Services first reported a position in IBTF in Q1 2025 and held it in 3 quarters. The position peaked at $3.43M in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Prospera Financial Services reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Prospera Financial Services sold 34,959 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $817K.
Prospera Financial Services first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2025 and held it in 3 quarters.
Prospera Financial Services's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.43M in Q2 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.